Filed January 18, 2021 (most recent of 4 filings on file)
Total covered: 16 employees
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $205,994 |
ASCENSUS LLC1 year Filed as: CAPFINANCIAL PARTERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $28,982 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $188,816 | $112,686+67.6% | $169,993+11.1% | $80,160+135.5% |
| Participation rate | 99.1% | 87.4%+11.7pp | 87.0%+12.1pp | 72.9%+26.2pp |
| Annual return | 18.74% | 67.04%-48.3pp | 53.37%-34.6pp | 40.38%-21.6pp |
| Employer contribution / active EE | $4,208 | $4,481-6.1% | $6,785-38.0% | $2,978+41.3% |
| Participant deferral / active EE | $10,715 | $7,876+36.1% | $10,408+3.0% | $5,017+113.6% |
| Admin fee / account holder | $66 | $99-33.3% | $12,815-99.5% | $145-54.4% |